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IHSSX vs WCMNX
IHSSX vs WCMNX Comparison
Open Charts IHSSX vs WCMNX
Hartford Small Company R4
Price$22.18
Change+$1.91 (+9.42%)
VolumeN/A
Net Assets498.05M
WCM Small Cap Growth Investor
Price$10.93
Change+$1.05 (+10.63%)
VolumeN/A
Net Assets39.93M
IHSSX vs WCMNX Comparison Chart
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IHSSX vs. WCMNX commentary
Apr 11, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is IHSSX is a Buy and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
IHSSX has more cash in the bank: 498M vs. WCMNX (39.9M). IHSSX (0.00) and WCMNX (0.00) have matching dividends . IHSSX was incepted earlier than WCMNX: IHSSX (18 years) vs WCMNX (5 years). WCMNX (2.11) is less costly to investors than IHSSX (1.31). WCMNX is a more actively managed with annual turnover of: 48.00 vs. IHSSX (37.00). IHSSX has a lower initial minimum investment than WCMNX: IHSSX (0) vs WCMNX (1000). IHSSX annual gain was more profitable for investors over the last year : -15.72 vs. WCMNX (-23.23). WCMNX return over 5 years is better than : 15.96 vs. IHSSX (0.70).
| IHSSX | WCMNX | IHSSX / WCMNX | |
| Total Expense Ratio | 1.31 | 1.24 | 106% |
| Annual Report Gross Expense Ratio | 1.31 | 2.11 | 62% |
| Fund Existence | 18 years | 5 years | - |
| Gain YTD | -20.291 | -22.143 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 498M | 39.9M | 1,248% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -15.72 | -23.23 | 68% |
| Returns for 3 years | -15.58 | -15.70 | 99% |
| Returns for 5 years | 0.70 | 15.96 | 4% |
| Returns for 10 years | -18.76 | N/A | - |
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